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Hoxton Planning & Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Hoxton Planning & Management’s Portfolio ACWI Stock Details ACWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$510K Buy
3,250
+414
+15% +$63.3K 0.13% 123
2026
Q1 		$392K Sell
2,836
-1
-0% -$144 0.12% 130
2025
Q4 		$401K Sell
2,837
-129
-4% -$18.1K 0.12% 125
2025
Q3 		$410K Sell
2,966
-103
-3% -$13.7K 0.13% 125
2025
Q2 		$395K Buy
3,069
+65
+2% +$7.79K 0.14% 128
2025
Q1 		$350K Sell
3,004
-172
-5% -$20.6K 0.13% 132
2024
Q4 		$373K Sell
3,176
-61
-2% -$7.32K 0.14% 126
2024
Q3 		$387K Sell
3,237
-128
-4% -$14.7K 0.15% 124
2024
Q2 		$378K Sell
3,365
-736
-18% -$80.9K 0.18% 98
2024
Q1 		$452K Sell
4,101
-122
-3% -$12.8K 0.22% 91
2023
Q4 		$430K Sell
4,223
-1,147
-21% -$110K 0.23% 83
2023
Q3 		$496K Buy
5,370
+55
+1% +$5.28K 0.32% 65
2023
Q2 		$510K Sell
5,315
-676
-11% -$62.7K 0.31% 63
2023
Q1 		$546K Sell
5,991
-973
-14% -$86.8K 0.3% 67
2022
Q4 		$591K Buy
+6,964
New +$586K 0.31% 66

Other funds holding ACWI

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

Hoxton Planning & Management's ACWI Position: Q2 2026 in Review

Hoxton Planning & Management increased its iShares MSCI ACWI ETF (ACWI) stake by 15% in Q2 2026, buying an estimated $63.3K and bringing the position to 3,250 shares worth $510K. The position accounts for 0.13% of the portfolio, ranked #123.

Hoxton Planning & Management first reported a position in ACWI in Q4 2022 and has held it in 15 quarters since. The position peaked at $591K in Q4 2022. 194 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Hoxton Planning & Management held 3,250 shares of iShares MSCI ACWI ETF worth $510K as of Q2 2026.
  • Hoxton Planning & Management bought 414 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $63.3K.
  • iShares MSCI ACWI ETF made up 0.13% of Hoxton Planning & Management's portfolio in Q2 2026, its #123 holding.
  • Hoxton Planning & Management first reported a position in iShares MSCI ACWI ETF in Q4 2022 and has held it in 15 quarters since.
  • Hoxton Planning & Management's iShares MSCI ACWI ETF position peaked at $591K in Q4 2022.
  • 194 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.